E18 | Rianka started her RIA to do more

Want to start your own firm?

In this episode Rianka shares how she started moved from being an employee at a traditional (AUM) Registered Investment Advisor to starting Your Greatest Contribution. There’s some wonderful hints, tips and warnings for the aspiring business owner.

Rianka has been a good friend for a few years. We’ve walked the entrepreneurial path together. She’s an inspiration to me as a budding solopreneur. You’ve probably seen her in some of the CFP Board’s #CFPPRO campaign. We share some of the essential practices to avoid pitfalls such as burnout and.. why gym shorts 24/7 are a bad idea. Also some critical practices that have made a world of difference, like a Gratitude Box.

We share some of the lessons we’ve learned on how to stick to a schedule and why we’ve both decided to work in a co-working office, so we don’t take our work home at the end of the day. Make sure to avoid the mindset of “If I’m up, I should be working.”

A solopreneur wears three hats. Entrepreneur, Visionary, and Manager.

They don’t always play well together and its critical to give each the time and attention they require. The entrepreneurial path isn’t for everyone and it is easy to lose sight of your vision or skimp on what your business needs you to manage. The whole process is a balancing act that only gets more complicated once you start to scale and have people working for you.

About the Author

Jake is trained as a Certified Digital Marketing Professional.
He is called to connect true financial planning professionals with their clients and prospects through effective digital marketing.
He understands the needs and concerns of the financial planning profession and the wide range of regulatory compliance needs and concerns.